SC

Syon Capital Portfolio holdings

AUM $2.01B
1-Year Est. Return 25.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$23M
3
+$20.5M
4
XYZ
Block Inc
XYZ
+$12.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$11.3M

Top Sells

1
+$15.6M
2
+$14.3M
3
+$11.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.55M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$7.79M

Sector Composition

1 Technology 17.3%
2 Consumer Discretionary 8.56%
3 Financials 7.91%
4 Communication Services 7.37%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.41M 0.09%
17,004
-219
152
$1.4M 0.09%
6,800
+1,405
153
$1.39M 0.09%
10,575
+393
154
$1.38M 0.09%
20,081
+1,580
155
$1.38M 0.09%
3,152
+211
156
$1.37M 0.09%
3,848
+288
157
$1.36M 0.09%
20,229
+4,334
158
$1.36M 0.09%
6,902
-462
159
$1.36M 0.09%
88,254
+3,981
160
$1.35M 0.09%
4,635
+992
161
$1.34M 0.09%
14,771
+4,231
162
$1.34M 0.09%
14,359
+1,999
163
$1.34M 0.09%
4,901
+581
164
$1.34M 0.09%
2,530
+130
165
$1.34M 0.09%
2,632
+124
166
$1.32M 0.09%
37,056
-39
167
$1.32M 0.09%
5,739
-611
168
$1.31M 0.09%
13,848
-4,529
169
$1.3M 0.09%
7,620
-745
170
$1.29M 0.09%
5,691
+338
171
$1.26M 0.08%
20,320
-6,055
172
$1.25M 0.08%
29,360
-21,890
173
$1.24M 0.08%
3,225
+1,092
174
$1.22M 0.08%
7,824
+11
175
$1.22M 0.08%
7,585
+1,091
5 6
7
8 9